Insights from Fidelity's portfolio managers

Pharmaceutical stocks hiding in the shadows

Investors' focus on shares of GLP-1 heavyweights has overshadowed the appeal of other drugmakers with a favorable valuation, a decent dividend and a healthy pipeline of products, according to Fidelity's John Sheehy.

Specialty drugmakers poised for a game-changing outcome

Fidelity's Eddie Yoon says specialty drug manufacturers in the biotech industry with promising clinical data have the potential for blockbuster growth.

Overseas bargain hunting among consumer-related stocks

Companies reliant on shoppers opening their wallets have faced an uphill climb, but Fidelity’s Bill Kennedy sees pockets of resilience and opportunity within the consumer discretionary sector.

The growth potential of alternative-asset and wealth managers looks compelling

Providers of alternative assets and wealth management offer favorable long-term growth potential and are attractively priced, says Fidelity’s Nadim Rabaia.

The upside of Japan’s corporate governance revolution

Fidelity’s Jed Weiss believes momentum behind corporate governance reform in Japan could unlock considerable value for shareholders of Japanese stocks.

Taking aim with European defense stocks

Recent geopolitical conflict in Europe has prompted many nations there to fortify their military capability, thereby boosting growth prospects for companies that can arm them with the necessary equipment, says Fidelity’s Allyson Ke.

Steering through tariff turbulence as auto stocks fall in the crosshairs

Imagine the auto industry as a finely tuned engine. Then picture a wrench being thrown into its gears. That's how Fidelity's Amy Ge describes the potential implications of tariffs on the industry.

Record home equity packs a powerful economic punch

U.S. homeowners are sitting on an unprecedented pile of home equity that could help propel economic growth, says Fidelity’s Katie Shaw.

AI spawns a new dawn for nuclear energy

Fidelity’s Julia Pei believes nuclear energy will be part of the solution to meeting rising demand for power as artificial intelligence continues to emerge.

Could Trump’s tariff policies boost emerging-markets stocks?

Many investors believe that stiffer tariffs and a stronger U.S. dollar under President Donald Trump would put more pressure on emerging-markets economies, but Fidelity’s Sam Polyak offers a different perspective.

Seeking stability in uncertain waters

Fidelity's Sammy Simnegar believes stocks offering growth potential and resilience can serve as an effective portfolio anchor when the investing seas turn choppy.

Navigating market downturns using an options-based hedging strategy

Amid recent significant market volatility, Fidelity's Eric Granat notes that certain portfolio management tools could help dampen losses.

Improved corporate governance makes Japan a more intriguing market

Corporate governance reform in Japan has resulted in shareholder-friendly behavior and enhanced the appeal of Japanese stocks, says Fidelity’s Kirk Neureiter.

Investing for the next stage of artificial intelligence: Agentic AI

While the marketplace has become familiar with generative AI to create content the past two years, Fidelity's Priyanshu Bakshi is preparing for the broad rollout of agentic AI, a more sophisticated technology.

China's DeepSeek not a major threat to AI-focused chipmakers

The late-January release of details about a free large language model from Chinese AI startup DeepSeek raised questions about massive spending by the biggest players in the U.S., but Fidelity's Adam Benjamin says the actual impact is shallow.

Footwear disruptors set to sprint ahead

With innovation and growth setting a feverish pace in the footwear industry, Fidelity's Paul McElroy believes two disruptors are at the head of the pack and still have considerable room to run.

Navigating the Japanese property market

Focusing on the true drivers of Japan’s real estate market, as well as understanding its nuances and complexity, is imperative to investment success, according to Fidelity’s Guillermo de las Casas.

Breakthrough biotechs with a bright future

Fidelity’s Chris Lin considers two biotech companies well-positioned to revolutionize drug development and the treatment of major diseases.

Is it time to swipe the stocks of fuel-card companies?

Fuel-card companies offer an appealing mix of steady earnings and high growth potential, says Fidelity’s Ruth Nagle.

The dual power of discount retailers in emerging markets

Fidelity’s John Dance thinks discount retailers of consumer staples goods stand out with a unique blend of stability and growth across emerging markets.

New pipeline may flow more profit to Canadian energy firms

The recently completed expansion of the Trans Mountain Pipeline has enhanced Canada’s ability to transport crude oil, creating an investment opportunity among Canadian oil producers and energy service providers, says Fidelity’s Ryan Oldham.

GLP-1s: A win-win for society and life insurers alike

Fidelity's Fahim Razzaque believes that when innovation creates a game-changing ripple effect across multiple industries, as may be the case with GLP-1 drugs, investors should pay attention.

I'm readying for a home-makeover boom

Fidelity's Boris Shepov believes recent and upcoming interest-rate cuts in the U.S., among other factors, could set the stage for a surge in home improvement and furnishing stocks.

Investment opportunity lurking below the water’s surface

Fidelity’s Marc Grow dives into recent advancements driving untapped investment potential for underwater drones.

High-quality auto stocks ready to hit the high road

Shares of some high-quality companies in the auto industry have recently gotten off track due to what Fidelity’s Morgen Peck considers short-term concerns, signaling a green light for patient, longer-term investors.

Cashing in on India’s new era of quick commerce

The concept of quick commerce in India is being redefined by one company’s innovative strategies and commitment to sustainability, according to Fidelity’s John Chow.

An industry that refuses to be walled in

As the supply of wallboard has tightened, prices have risen, creating some compelling investment opportunities, according to Fidelity’s Jennifer Fo Cardillo.

Pharmaceutical stocks hiding in the shadows

Why floating-rate, single-borrower CMBS look attractive

Floating-rate commercial mortgage-backed securities, especially single-borrower CMBS, have new appeal based on attractive yields and credit spreads, says Fidelity's Bill Maclay.

A case for Canadian oil sands producers

Low 'all-in' production costs, a stable regulatory environment, increased export capacity and compelling stock valuations make Canadian oil producers a slick investment option, says Fidelity's Maurice FitzMaurice.

Why prospects for fixed income have improved

Higher interest rates and an uncertain market environment could provide a tailwind for fixed-income markets, says Fidelity’s Michael Plage.

Going on offense in two defensive sectors: real estate and health care

Sectors that tend to be defensive – such as real estate and health care – have become cheaper relative to their earnings-growth potential, says Fidelity’s Dan Kelley.

Uncovering AI potential among mid-cap stocks

AI has emerged as the potential fifth major computing wave, and Fidelity’s Dan Sherwood is looking to tap into the evolving technology within the mid-cap stock universe.

Capitalizing on corporate turnarounds led by fresh execs

Fidelity’s Matt Fruhan sees upside potential in a trio of companies undergoing turnarounds orchestrated by a relatively new management team.

The future looks bright for convertibles, so time to put the top down

Fidelity’s Adam Kramer believes the time has come to take a close look at convertible bonds, a category he considers more enticing than it has been in years.

Are spirits manufacturers poised to pour investors another round?

Steady consumption, declining personal inventories and low stock valuations make alcohol stocks look attractive, according to Fidelity’s Ben Shuleva.

Digging into agriculture stocks

As crop prices have declined, so too have the valuations of many agriculture stocks, creating what Fidelity’s Sean Gavin considers fertile ground.

Insights from Fidelity's Portfolio Managers

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